Group Product Manager - Estates and Power of Attorney
Top Benefits
About the role
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You’ll Be Doing Reporting to the Senior Director, Client Onboarding and Servicing Journeys - Savings Investing & Advice, you will be leading the business unit’s growth and transformation strategy for Estates, and Power of Attorney. Role responsibilities include improvements to end-to-end client journeys and related operational processes, the sales and distribution strategy, new product development and campaign development.
At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote. How You’ll Succeed
- Client journey leadership- Lead the documentation, review and assessment of all the key Estates and Power of Attorney client journeys required to inform our growth and client experience roadmap. (i.e.: 'Estate Planning and Settlement'). Execute on business vision and strategy to transform the Estate settlement client journey to a centralized and digital client experience.
- Sales strategy- Execute on the vision and business strategy to transform Estate planning and Power of Attorney into an integral part of our financial advice. Research market activities to ensure timely and comprehensive knowledge of target market segments and gaps are reflected in business plans. Make informed recommendations on investments required to improve CIBC’s market share. Lead the development of a more effective sales and distribution strategy that captures untapped market opportunities, product knowledge requirements and evolving client needs and banking preferences.
- Product management: Develop and maintain a superior knowledge of Estates and Power of Attorney, by understanding the evolving market environment and client needs related to estate settlement, planning and power of attorney. Monitor, analyze, and review business trends and operating patterns related to the major strategies and ensure the development and implementation of appropriate responses. Create and deliver robust strategic annual financial and business plans. Develop strategies and recommendations to protect/grow the portfolio. Identify emerging issues, conduct independent analysis to resolve strategic issues and make informed decisions.
- Relationship management – Foster relationships and collaborate with key internal partners (all CIBC lines of business and infrastructure groups) to create revenue and expense opportunities that deliver underlying value and strengthen our client relationships. Build and maintain strategic supplier/partner relationships with technology providers, integration partners and wholesale relationships.
- Measurement and reporting - Effectively measure, manage and report CIBC’s progress towards our objectives and KPIs. Lead and execute on the development of goals and KPIs (both leading and lagging and aligned with a growth strategy) against which the line of business can continually and critically assess our strategic progress and evolve plans as necessary.
- Regulatory and compliance – Subject matter expertise of Estates and Power of Attorney regulatory and compliance processes. Accountable for educating client service teams to ensure accurate, timely and value-added client advice. Single point of contact for client escalations.
Who You Are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
- You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
- You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
- You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability
What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
What You Need To Know
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location Toronto-81 Bay, 25th Floor
Employment Type Regular
Weekly Hours 37.5
Skills Analytical Thinking, Building Partnerships, Data Analysis, Leadership, Market Research, Product Analysis, Product Management, Relationship Management, Results-Oriented, Strategy Development, Teamwork
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.
Group Product Manager - Estates and Power of Attorney
Top Benefits
About the role
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You’ll Be Doing Reporting to the Senior Director, Client Onboarding and Servicing Journeys - Savings Investing & Advice, you will be leading the business unit’s growth and transformation strategy for Estates, and Power of Attorney. Role responsibilities include improvements to end-to-end client journeys and related operational processes, the sales and distribution strategy, new product development and campaign development.
At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote. How You’ll Succeed
- Client journey leadership- Lead the documentation, review and assessment of all the key Estates and Power of Attorney client journeys required to inform our growth and client experience roadmap. (i.e.: 'Estate Planning and Settlement'). Execute on business vision and strategy to transform the Estate settlement client journey to a centralized and digital client experience.
- Sales strategy- Execute on the vision and business strategy to transform Estate planning and Power of Attorney into an integral part of our financial advice. Research market activities to ensure timely and comprehensive knowledge of target market segments and gaps are reflected in business plans. Make informed recommendations on investments required to improve CIBC’s market share. Lead the development of a more effective sales and distribution strategy that captures untapped market opportunities, product knowledge requirements and evolving client needs and banking preferences.
- Product management: Develop and maintain a superior knowledge of Estates and Power of Attorney, by understanding the evolving market environment and client needs related to estate settlement, planning and power of attorney. Monitor, analyze, and review business trends and operating patterns related to the major strategies and ensure the development and implementation of appropriate responses. Create and deliver robust strategic annual financial and business plans. Develop strategies and recommendations to protect/grow the portfolio. Identify emerging issues, conduct independent analysis to resolve strategic issues and make informed decisions.
- Relationship management – Foster relationships and collaborate with key internal partners (all CIBC lines of business and infrastructure groups) to create revenue and expense opportunities that deliver underlying value and strengthen our client relationships. Build and maintain strategic supplier/partner relationships with technology providers, integration partners and wholesale relationships.
- Measurement and reporting - Effectively measure, manage and report CIBC’s progress towards our objectives and KPIs. Lead and execute on the development of goals and KPIs (both leading and lagging and aligned with a growth strategy) against which the line of business can continually and critically assess our strategic progress and evolve plans as necessary.
- Regulatory and compliance – Subject matter expertise of Estates and Power of Attorney regulatory and compliance processes. Accountable for educating client service teams to ensure accurate, timely and value-added client advice. Single point of contact for client escalations.
Who You Are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
- You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
- You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
- You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability
What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
What You Need To Know
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location Toronto-81 Bay, 25th Floor
Employment Type Regular
Weekly Hours 37.5
Skills Analytical Thinking, Building Partnerships, Data Analysis, Leadership, Market Research, Product Analysis, Product Management, Relationship Management, Results-Oriented, Strategy Development, Teamwork
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.